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SIP ఇన్వెస్ట్‌మెంట్ 2022 కోసం ఉత్తమ ఇంటర్మీడియట్ డెట్ ఫండ్‌లు
ఇంటర్మీడియట్బాండ్లు మీడియం టర్మ్ ఫండ్స్ అని కూడా అంటారు ఒక రకమైన రుణంమ్యూచువల్ ఫండ్స్ 3 సంవత్సరాలు లేదా అంతకంటే ఎక్కువ కాల వ్యవధి ఉన్న రుణ సెక్యూరిటీలలో పెట్టుబడి పెట్టడం. మిడ్-టర్మ్ ఫండ్స్ యొక్క సగటు మెచ్యూరిటీ వ్యవధి లిక్విడ్, అల్ట్రా-షార్ట్ మరియు షార్ట్-టర్మ్ కంటే ఎక్కువరుణ నిధి. ఇటీవలి కాలంలో, భారతదేశంలో వరుస రేటు తగ్గింపుల కారణంగా మీడియం ఫండ్‌లు ఉత్తమ రాబడిని అందించాయి. ఈ ఫండ్‌లు వడ్డీ రేట్లకు తక్కువ సున్నితంగా ఉంటాయి, అందువల్ల ఎక్కువ కాలం ఉండే ఫండ్‌ల కంటే తక్కువ అస్థిరతను కలిగి ఉంటాయిగిల్ట్ ఫండ్స్. ఉత్తమ ఫలితాల కోసం, పెట్టుబడిదారులు ఉత్తమ ఇంటర్మీడియట్ డెట్ ఫండ్లలో పెట్టుబడి పెట్టాలని సూచించారుSIP. దిగువ ప్రీ-లిస్ట్ చేయబడిన టాప్ రేటెడ్ మిడ్-టర్మ్ డెట్ ఫండ్‌ల నుండి పెట్టుబడిదారులు అత్యుత్తమ పనితీరు గల పథకాన్ని ఎంచుకోవచ్చు.
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SIPలో పెట్టుబడి పెట్టడానికి అత్యుత్తమ పనితీరు కనబరుస్తున్న ఇంటర్మీడియట్ లేదా మిడ్ టర్మ్ డెట్ ఫండ్‌లు
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Aditya Birla Sun Life Medium Term Plan Growth ₹38.8028
↑ 0.06 ₹2,144 1,000 4.6 7.7 13 13.7 12.1 10.5 Axis Strategic Bond Fund Growth ₹27.3523
↑ 0.04 ₹1,987 1,000 2.5 4.2 8.7 7.1 7 8.7 Nippon India Strategic Debt Fund Growth ₹15.1379
↑ 0.01 ₹103 100 2.4 4 8.6 6.3 7.6 8.3 Kotak Dynamic Bond Fund Growth ₹36.8602
↑ 0.06 ₹3,001 1,000 2.6 2.9 8.5 6.8 6.6 9.3 DSP BlackRock Bond Fund Growth ₹79.9601
↑ 0.12 ₹303 500 2.7 4 8.4 6.5 6.2 7.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25
The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital. Aditya Birla Sun Life Medium Term Plan is a Debt - Medium term Bond fund was launched on 25 Mar 09. It is a fund with Moderate risk and has given a Below is the key information for Aditya Birla Sun Life Medium Term Plan Returns up to 1 year are on (Erstwhile Axis Income Fund) To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments. Axis Strategic Bond Fund is a Debt - Medium term Bond fund was launched on 28 Mar 12. It is a fund with Moderate risk and has given a Below is the key information for Axis Strategic Bond Fund Returns up to 1 year are on (Erstwhile Reliance Classic Bond Fund) To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while
maintaining the optimum balance of yield, safety and liquidity. The scheme would focus its investments predominantly in corporate bonds of various maturities and across ratings for the purpose of achieving regular income and
capital appreciation. Nippon India Strategic Debt Fund is a Debt - Medium term Bond fund was launched on 26 Jun 14. It is a fund with Moderate risk and has given a Below is the key information for Nippon India Strategic Debt Fund Returns up to 1 year are on (Erstwhile Kotak Flexi Debt Scheme) To maximize returns through active management of a portfolio of debt and money market securities. Kotak Dynamic Bond Fund is a Debt - Medium term Bond fund was launched on 26 May 08. It is a fund with Moderately Low risk and has given a Below is the key information for Kotak Dynamic Bond Fund Returns up to 1 year are on Aims to generate attractive returns consistent with prudent risk from a diversified portfolio substantially constituted of high quality debt securities. DSP BlackRock Bond Fund is a Debt - Medium term Bond fund was launched on 29 Apr 97. It is a fund with Moderate risk and has given a Below is the key information for DSP BlackRock Bond Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Medium Term Plan
CAGR/Annualized return of 8.8% since its launch. Ranked 6 in Medium term Bond category. Return for 2024 was 10.5% , 2023 was 6.9% and 2022 was 24.8% . Aditya Birla Sun Life Medium Term Plan
Growth Launch Date 25 Mar 09 NAV (28 Mar 25) ₹38.8028 ↑ 0.06 (0.14 %) Net Assets (Cr) ₹2,144 on 28 Feb 25 Category Debt - Medium term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.55 Sharpe Ratio 2.22 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Yield to Maturity 7.72% Effective Maturity 5 Years 1 Month 20 Days Modified Duration 3 Years 9 Months 18 Days Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,857 28 Feb 22 ₹11,944 28 Feb 23 ₹14,400 29 Feb 24 ₹15,486 28 Feb 25 ₹17,419 Returns for Aditya Birla Sun Life Medium Term Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 1.1% 3 Month 4.6% 6 Month 7.7% 1 Year 13% 3 Year 13.7% 5 Year 12.1% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 10.5% 2022 6.9% 2021 24.8% 2020 7.1% 2019 8.1% 2018 -4.4% 2017 5.6% 2016 7% 2015 10.9% 2014 9.5% Fund Manager information for Aditya Birla Sun Life Medium Term Plan
Name Since Tenure Sunaina Cunha 1 Sep 14 10.5 Yr. Mohit Sharma 6 Aug 20 4.57 Yr. Dhaval Joshi 21 Nov 22 2.28 Yr. Data below for Aditya Birla Sun Life Medium Term Plan as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 6.97% Equity 4.26% Debt 88.52% Other 0.26% Debt Sector Allocation
Sector Value Government 44.17% Corporate 43.85% Cash Equivalent 6.97% Securitized 0.5% Credit Quality
Rating Value A 5.12% AA 24.45% AAA 67.77% BBB 2.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2033
Sovereign Bonds | -25% ₹534 Cr 52,000,000 7.26% Govt Stock 2033
Sovereign Bonds | -10% ₹206 Cr 20,000,000 Nuvama Wealth Finance Limited 9.75%
Debentures | -4% ₹80 Cr 8,000
↑ 8,000 Narayana Hrudayalaya Limited 8.4%
Debentures | -3% ₹60 Cr 6,000
↑ 6,000 7.23% Govt Stock 2039
Sovereign Bonds | -2% ₹52 Cr 5,000,000 LIC Housing Finance Limited
Debentures | -2% ₹50 Cr 5,000 Creditaccess Grameen Limited
Debentures | -2% ₹50 Cr 500,000 Ncd Small Industries Development Bank Of India
Debentures | -2% ₹50 Cr 5,000 Small Industries Development Bank Of India
Debentures | -2% ₹50 Cr 500 JSW Steel Limited
Debentures | -2% ₹50 Cr 500 2. Axis Strategic Bond Fund
CAGR/Annualized return of 8% since its launch. Ranked 7 in Medium term Bond category. Return for 2024 was 8.7% , 2023 was 7.3% and 2022 was 3.8% . Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (28 Mar 25) ₹27.3523 ↑ 0.04 (0.13 %) Net Assets (Cr) ₹1,987 on 28 Feb 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.06 Sharpe Ratio 1.41 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 8.05% Effective Maturity 5 Years Modified Duration 3 Years 6 Months 11 Days Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,765 28 Feb 22 ₹11,412 28 Feb 23 ₹11,858 29 Feb 24 ₹12,828 28 Feb 25 ₹13,877 Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 1.3% 3 Month 2.5% 6 Month 4.2% 1 Year 8.7% 3 Year 7.1% 5 Year 7% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2023 8.7% 2022 7.3% 2021 3.8% 2020 5.2% 2019 10.5% 2018 7.1% 2017 6.7% 2016 7.5% 2015 11.6% 2014 6.8% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Devang Shah 5 Nov 12 12.33 Yr. Sachin Jain 1 Feb 23 2.08 Yr. Akhil Thakker 1 Feb 23 2.08 Yr. Data below for Axis Strategic Bond Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 6.51% Equity 0.41% Debt 92.8% Other 0.27% Debt Sector Allocation
Sector Value Corporate 47.42% Government 45.39% Cash Equivalent 6.51% Credit Quality
Rating Value A 10.47% AA 35.83% AAA 53.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -15% ₹303 Cr 29,600,000
↑ 4,500,000 7.18% Govt Stock 2033
Sovereign Bonds | -14% ₹270 Cr 26,300,000 6.79% Govt Stock 2034
Sovereign Bonds | -4% ₹81 Cr 8,031,900
↑ 2,000,000 Nirma Limited
Debentures | -3% ₹60 Cr 6,000 Nuvama Wealth Finance Limited 9.75%
Debentures | -3% ₹58 Cr 5,800 DLF Cyber City Developers Ltd. 8.4%
Debentures | -3% ₹55 Cr 5,500 Aadhar Housing Finance Ltd. 8.65%
Debentures | -3% ₹52 Cr 5,200
↓ -300 National Bank For Agriculture And Rural Development
Debentures | -3% ₹50 Cr 5,000
↑ 5,000 Mahanagar Telephone Nigam Limited
Debentures | -2% ₹49 Cr 5,000 Tata Projects Limited
Debentures | -2% ₹46 Cr 4,600 3. Nippon India Strategic Debt Fund
CAGR/Annualized return of 3.9% since its launch. Ranked 7 in Medium term Bond category. Return for 2024 was 8.3% , 2023 was 7% and 2022 was 2% . Nippon India Strategic Debt Fund
Growth Launch Date 26 Jun 14 NAV (28 Mar 25) ₹15.1379 ↑ 0.01 (0.10 %) Net Assets (Cr) ₹103 on 28 Feb 25 Category Debt - Medium term Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.92 Sharpe Ratio 1.48 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 8.03% Effective Maturity 4 Years 9 Months 29 Days Modified Duration 3 Years 5 Months 5 Days Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹7,552 28 Feb 22 ₹8,968 28 Feb 23 ₹9,127 29 Feb 24 ₹9,861 28 Feb 25 ₹10,654 Returns for Nippon India Strategic Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 1.2% 3 Month 2.4% 6 Month 4% 1 Year 8.6% 3 Year 6.3% 5 Year 7.6% 10 Year 15 Year Since launch 3.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 8.3% 2022 7% 2021 2% 2020 17.4% 2019 -23.5% 2018 -3.4% 2017 4.7% 2016 6.9% 2015 11.1% 2014 9% Fund Manager information for Nippon India Strategic Debt Fund
Name Since Tenure Kinjal Desai 25 May 18 6.77 Yr. Sushil Budhia 1 Feb 20 5.08 Yr. Akshay Sharma 1 Dec 22 2.25 Yr. Data below for Nippon India Strategic Debt Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 9.62% Debt 89.93% Other 0.45% Debt Sector Allocation
Sector Value Corporate 52.54% Government 37.39% Cash Equivalent 9.62% Credit Quality
Rating Value AA 54.28% AAA 45.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2037
Sovereign Bonds | -25% ₹26 Cr 2,500,000 7.23% Govt Stock 2039
Sovereign Bonds | -5% ₹5 Cr 500,000 Truhome Finance Ltd. 9.25%
Debentures | -5% ₹5 Cr 500 Godrej Industries Limited
Debentures | -5% ₹5 Cr 500 Aadhar Housing Finance Limited
Debentures | -5% ₹5 Cr 500 JSW Steel Limited
Debentures | -5% ₹5 Cr 50 Manappuram Finance Limited
Debentures | -5% ₹5 Cr 500 Century Textiles And Industries Limited
Debentures | -5% ₹5 Cr 500 Delhi International Airport Limited
Debentures | -4% ₹4 Cr 400 Indostar Capital Finance Limited
Debentures | -4% ₹4 Cr 400 4. Kotak Dynamic Bond Fund
CAGR/Annualized return of 8.1% since its launch. Ranked 23 in Medium term Bond category. Return for 2024 was 9.3% , 2023 was 6.5% and 2022 was 2.5% . Kotak Dynamic Bond Fund
Growth Launch Date 26 May 08 NAV (28 Mar 25) ₹36.8602 ↑ 0.06 (0.18 %) Net Assets (Cr) ₹3,001 on 28 Feb 25 Category Debt - Medium term Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.3 Sharpe Ratio 0.09 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.24% Effective Maturity 18 Years 4 Months 2 Days Modified Duration 8 Years 3 Months 18 Days Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,683 28 Feb 22 ₹11,281 28 Feb 23 ₹11,502 29 Feb 24 ₹12,570 28 Feb 25 ₹13,472 Returns for Kotak Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 2% 3 Month 2.6% 6 Month 2.9% 1 Year 8.5% 3 Year 6.8% 5 Year 6.6% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 9.3% 2022 6.5% 2021 2.5% 2020 3.2% 2019 11.7% 2018 11.1% 2017 7.3% 2016 5.6% 2015 13.4% 2014 7.5% Fund Manager information for Kotak Dynamic Bond Fund
Name Since Tenure Deepak Agrawal 25 Nov 12 12.27 Yr. Abhishek Bisen 1 Nov 22 2.33 Yr. Data below for Kotak Dynamic Bond Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 4.81% Equity 4.96% Debt 88.76% Other 1.47% Debt Sector Allocation
Sector Value Government 72.07% Corporate 16.69% Cash Equivalent 4.81% Credit Quality
Rating Value AA 9.1% AAA 90.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.3% Govt Stock 2053
Sovereign Bonds | -42% ₹1,258 Cr 122,000,000 7.1% Govt Stock 2034
Sovereign Bonds | -13% ₹380 Cr 37,109,620
↓ -34,000,000 7.18% Govt Stock 2033
Sovereign Bonds | -9% ₹278 Cr 27,053,280
↑ 27,000,000 7.25% Govt Stock 2063
Sovereign Bonds | -6% ₹179 Cr 17,500,000 Muthoot Finance Limited
Debentures | -5% ₹153 Cr 15,000 HDFC Bank Limited
Debentures | -3% ₹86 Cr 850 Embassy Office Parks REIT (Real Estate)
-, Since 31 May 21 | 5426023% ₹80 Cr 2,228,875 TATA Steel Limited
Debentures | -3% ₹76 Cr 750 HDFC Bank Limited
Debentures | -2% ₹71 Cr 7,000 HDFC Bank Limited
Debentures | -2% ₹51 Cr 500 5. DSP BlackRock Bond Fund
CAGR/Annualized return of 7.7% since its launch. Ranked 17 in Medium term Bond category. Return for 2024 was 7.6% , 2023 was 7% and 2022 was 2.9% . DSP BlackRock Bond Fund
Growth Launch Date 29 Apr 97 NAV (28 Mar 25) ₹79.9601 ↑ 0.12 (0.16 %) Net Assets (Cr) ₹303 on 28 Feb 25 Category Debt - Medium term Bond AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderate Expense Ratio 0.74 Sharpe Ratio 0.68 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-6 Months (0.25%),6 Months and above(NIL) Yield to Maturity 7.36% Effective Maturity 4 Years 4 Days Modified Duration 3 Years 2 Months 19 Days Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,623 28 Feb 22 ₹11,139 28 Feb 23 ₹11,466 29 Feb 24 ₹12,373 28 Feb 25 ₹13,299 Returns for DSP BlackRock Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 1.5% 3 Month 2.7% 6 Month 4% 1 Year 8.4% 3 Year 6.5% 5 Year 6.2% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 7.6% 2022 7% 2021 2.9% 2020 3.4% 2019 10% 2018 3% 2017 3.6% 2016 5% 2015 12.9% 2014 6% Fund Manager information for DSP BlackRock Bond Fund
Name Since Tenure Vivek Ramakrishnan 17 Jul 21 3.62 Yr. Karan Mundhra 1 May 21 3.84 Yr. Data below for DSP BlackRock Bond Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 15.95% Debt 83.7% Other 0.34% Debt Sector Allocation
Sector Value Corporate 58.53% Government 40.94% Cash Equivalent 0.19% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.17% Govt Stock 2030
Sovereign Bonds | -16% ₹47 Cr 4,500,000 Bajaj Finance Limited
Debentures | -9% ₹27 Cr 250
↑ 250 Indian Railway Finance Corporation Limited
Debentures | -9% ₹26 Cr 2,500 LIC Housing Finance Limited
Debentures | -9% ₹26 Cr 2,500 Small Industries Development Bank Of India
Debentures | -9% ₹26 Cr 2,500 National Bank For Agriculture And Rural Development
Debentures | -8% ₹26 Cr 2,500 Rec Limited 7.34%
Debentures | -8% ₹26 Cr 2,500
↑ 2,500 Power Finance Corporation Ltd.
Debentures | -8% ₹25 Cr 2,500 Export-Import Bank Of India
Debentures | -8% ₹25 Cr 2,500 SBI Funds Management Pvt Ltd/Fund Parent
Investment Fund | -0% ₹1 Cr 948
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